Professional Guidance for the Davis and Sacramento Area

Finding balance in your financial planning and investments is the key to creating harmony in your life’s pursuits. Your dreams and aspirations, your commitments and obligations, and your legacy are all intertwined with your unique financial reality.

Based in Davis, we are a team of financial planners providing the insights, guidance, and services needed to develop and sustain individualized financial plans and manage your wealth. Helping clients find financial balance and harmony is a hallmark of Symphony Financial Planning.

 

 Working with Us

 
 

Step 1
Discovery

We get to know what is important to you

Step 2
Development

We develop a holistic financial plan

Step 3
Decision

Decide if you want to implement on your own or delegate to us

Step 4
Implementation

We execute the investment and financial planning recommendations

Step 5
Follow-Up

We monitor your situation to make sure your plan is on track

 

Tell Us About Yourself

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I want to make sure I am optimizing my university benefits for today and in retirement.

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I work in the public sector and need guidance on my pension and other benefits.

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I am retired and need to make sure my savings can last the rest of my life.